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Northwest & Ethical Investments’s Affirm AFRM Stock Holding History

Northwest & Ethical Investments’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,425
Closed -$639K – 527
2025
Q4 		$639K Buy
8,425
+635
+8% +$45.7K 0.01% 371
2025
Q3 		$596K Sell
7,790
-7,310
-48% -$556K 0.01% 392
2025
Q2 		$1.03M Buy
+15,100
New +$783K 0.03% 325
2022
Q4 		– Sell
-36,970
Closed -$694K – 404
2022
Q3 		$694K Hold
36,970
– – 0.03% 326
2022
Q2 		$668K Hold
36,970
– – 0.03% 336
2022
Q1 		$1.71M Buy
36,970
+22,470
+155% +$1.18M 0.05% 264
2021
Q4 		$1.46M Buy
+14,500
New +$1.92M 0.04% 266

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest & Ethical Investments's AFRM Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Affirm (AFRM) in Q1 2026, closing a stake of 8,425 shares — an estimated $639K sold.

Northwest & Ethical Investments first reported a position in AFRM in Q4 2021 and held it in 7 quarters. The position peaked at $1.71M in Q1 2022. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 8,425 Affirm shares in Q1 2026, an estimated $639K.
  • Northwest & Ethical Investments first reported a position in Affirm in Q4 2021 and held it in 7 quarters.
  • Northwest & Ethical Investments's Affirm position peaked at $1.71M in Q1 2022.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.